All Europe articles – Page 12
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White papersForming coalition will be easiest of next German Chancellor’s many challenges
The centre-right Christian Democratic Union (CDU) and its sister party, the Christian Socialist Union (CSU), won the German election with 28.6% of the popular vote. CDU leader Friedrich Merz is therefore set to be the next Chancellor and will lead coalition talks to form a government at a time when Europe’s biggest economy faces economic, trade and geopolitical challenges.
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White papersThe new world of private credit investing
The new European Long-Term Investment Funds Regulation (ELTIF 2.0) has created opportunities to invest in private assets through open-ended funds. Stephane Blanchoz discusses this innovative regulation and the additional investment opportunities it brings.
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White papersEuropean Real Estate: Can the U.K. Continue to Lead the Recovery
The U.K. led the rest of the world’s property markets in 2024—but now faces higher U.S.-style interest rates, and a much cooler Eurozone-style growth climate.
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Asset Manager NewsGARBE PYRAMID-MAP: Slowing Growth of Prime Rents on European Logistics Real Estate Markets
The cycle of soaring rent rates in Europe’s top logistics markets has ended. During the second half of 2024, the average prime rent increased by just 6 cents, rising from 7.30 euros to 7.36 euros per square metre. It is the equivalent of 0.9 percent and thus trails the inflation rate in the eurozone, which was 2.4 percent at the last count. The 2024 take-up in Europe, while representing a modest year-on-year decline (-7 percent), actually exceeds the pre-pandemic figures by a narrow margin. The vacancy rate across Europe was just under six percent.
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White papersHow can UK real estate better attract international capital?
In late January, leading figures from some of Europe’s foremost real estate lenders, sponsors, advisors and other market participants gathered at the heart of the UK’s political establishment, The House of Lords at the Palace of Westminster, to discuss the future of the UK real estate sector.
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Asset Manager NewsSchroders Capital acquires NH Collection Milan CityLife hotel from Invesco Real Estate’s European Hotel Fund
Schroders Capital, the USD97.3 billion private markets business of Schroders, has acquired the NH Collection Milan CityLife hotel on behalf of one of its pan-European hotel funds from Invesco Real Estate, the USD 85bn global real estate investment business of Invesco Ltd. (NYSE: IVZ).
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Asset Manager NewsL&G NTR Clean Power (Europe) Fund acquires 211MW Irish Battery and Solar projects
The acquisition brings the Fund’s total capacity in Ireland to over 326 MW and marks its ninth acquisition
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White papersEuropean Small Caps: Three Catalysts for Change
From changing interest rate expectations to potential political resolutions, there are reasons to believe that European smaller companies may be at a turning point. European equities have begun 2025 on a strong footing, outpacing both U.S. and broader developed markets this year. While this outperformance in part reflects both the recent decline in U.S. technology companies and a partial clawback of European equity indices’ relative underperformance since 2022, immediate concerns over trade tariffs have diminished.
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Asset Manager NewsGARBE Industrial Real Estate Expands Strategic Partnership with SFO Capital Partners
GARBE Industrial Real Estate GmbH (“GARBE Industrial”), one of the leading providers and managers of logistics, light industrial and technology assets in Germany and Europe, formed a third joint venture with SFO Capital Partners, a London-based global real estate investor and investment manager to develop and manage a 22,000 sqm Grade A logistics development in Italy.
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White papersReal Estate Convictions: An Asset Manager’s View of the European Real Estate Markets - Q4 2024
World growth is currently forecast at +3.3% for 2025, a slight improvement on 2024 (+3.2%). While economic activity in the United States will be determined by Donald Trump’s economic policy decisions, these will also have global repercussions. Similarly, China will probably need to step up its fiscal support to boost activity. Finally, while the outlook for the euro zone has improved, possible trade tensions with the US, lack of productivity gains and regional conflicts are all risks weighing on the economic outlook.
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White papersEuro high-yield – There is more to come!
Over the last two years, the euro high-yield segment has performed well, with relatively low volatility. It has shown resilience to both external shocks and negative idiosyncratic events within the high-yield universe. We think this demonstrates that the segment is now more mature and of better intrinsic quality than a few years back.
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White papersKeeping pace with evolving markets
LaSalle’s David White and Craig Oram provide insights on navigating the evolving real estate debt markets in the US and Europe.
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White papersLong-Term Equity: A Winner for Insurers?
Lower capital charges on a broader array of long-term equity investments could encourage insurers to reshape their asset allocations.
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Asset Manager NewsGARBE PYRAMID-MAP: Europe’s Logistics Real Estate Investment Markets Indicate Trend Reversal
The European logistics real estate investment market appears to be recovering: For the first time since the second quarter of 2022, the average prime net initial yield rates are in decline. Growing investor interest has been reported specifically from the Benelux countries, Spain and some eastern European markets such as Poland and Romania.
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White papersNo metals, no transition
Why investors should not overlook the critical metals value chain, a key enabler of the energy transition
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White papers2025 European hotel market outlook
European hotels has been one of the most resilient sectors over the last two years, and we believe it will continue to present a compelling investment case, amid strong fundamentals, widening supply-demand imbalance, and a positive long-term tourism outlook. European hotels represent one of our preferred choices for 2025 alongside global data centers, logistics, and residential sectors.
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White papersWhy we’re banking on Europe’s value revival
In 2024, European value stocks outperformed the broader market, driven by resilient banks despite political risks and rate cuts. We believe the substantial valuation discount relative to US stocks offers a unique opportunity for value investors, highlighting Europe’s compelling case for substantial returns in a dynamic market.
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White papersRelative value in private markets: Positive but selective
Using proprietary data, our private markets research team compares risk and return across sectors.
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White papersEuropean real estate market commentary: January 2025
Despite economic sentiment deteriorating in the closing months of 2024, real estate occupier markets remain robust and pricing is stabilising with first signs of selective yield compression, supporting our view of a cyclical buying opportunity in key markets and segments.
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Asset Manager NewsL&G NTR Clean Power Fund acquires 115MW Irish solar project
The project secures further geographic diversification for the Fund and marks its eighth acquisition
